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PodcastFidelityConnectsOctober 3, 2026

Jurrien Timmer's global macro view – September 28, 2026

Fidelity's Jurrien Timmer on earnings versus rising rates, TIPS versus nominal bonds, a 60-20-20 portfolio framework, Bitcoin's recovery, and the economy ahead of the US midterms.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.